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工業型材和線纜開工處於近年同期新高水平，鋁價以及噸鋁盈利將維持高位。看好鋁板塊布局機會，板帶箔產量同比微增且具備持續改善預期。中信證光光算谷歌seo算谷歌seo代运营券研報表示，預計年內國內電解鋁行業將呈緊平衡態勢，短期供給衝擊之下顯性庫存下降驗證需求韌性。當前電解鋁需求韌性顯著超越預期。綜上 |
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